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Case Consultant

Summary of Responsibilities: Analyzes, researches and completes a thorough ...
Details
Summary
About the job:
review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Certified Public Accountant
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4

Computer Operator

Summary of Responsibilities: Encompasses two different areas of ...
Details
Summary
About the job:
responsibility and, generally, assigned responsibilities are rotated between associates every three weeks. The first area requires expertise in the operation of electronic data processing (EDP) equipment, knowledge of computer room procedures and understanding of systems input/output. The second area of responsibility requires knowledge of the policies or rules governing confidential data and check issuance for the Company and subsidiaries as well as expertise in using PC-based software applications. Responsible for the accurate...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Computer Occupations, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Electronic Document Professional
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
5
Summary of Responsibilities: Builds client relationships by researching, ...
Details
Summary
About the job:
analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client...
Location:
Cincinnati, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Job Description: A Day In The Life The Customer Service Consultant builds ...
Details
Summary
About the job:
relationships with our clients in order to service and retain clients using a variety of communication methods with the primary method being phone. They also identify opportunities to cross sell products. Duties and Responsibilities - Proactively seeks resolution to client inquiries and issues by researching and analyzing requests or issues using knowledge of our products and processes. - Identifies cross selling opportunities while servicing the client using tailored approaches. - Provides professional, effective...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Summary of Responsibilities: The Customer Service Associate position is a ...
Details
Summary
About the job:
part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers. Position Responsibilities: Keying data into administrative systems and other peripheral...
Location:
Highland Heights, KY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Entry Level Jobs (less than $30K)
Certifications / Licenses:
FINRA / NASD Series 6
Certified Public Accountant
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Summary of Responsibilities: Scans and indexes paper documents into the ...
Details
Summary
About the job:
imaging system to trigger workflows for further electronic processing throughout the organization. Prioritizes imaging functions to fulfill requests in a timely and quality manner. All documents are to be handled in accordance with departmental standards including established time service and quality standards. Applies the correct indexing schema to each document to ensure appropriate downstream processes trigger if applicable. Position Responsibilities: - Distinguishes between and correctly identifies incoming...
Location:
Fremont, MI
Job Type:
Full-Time
Permanent
Occupation:
Computer User Support Specialists
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Certified Public Accountant
FINRA / NASD Series 6
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
Summary of Responsibilities: Works as a part of a team to provide a safe ...
Details
Summary
About the job:
working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis. Position Responsibilities: - Is vigilant and observant...
Location:
Cincinnati, OH
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Security Guards
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
Driver's License
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
1

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Industry: Administrative and Support Services
Company Name: Western and Southern Financial Group
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